Investment Type

Privately negotiated, long-term investments

Security Type

Equity, debt, or a combination of both

Industry Sectors

Telecommunications, Information Technology, Technology-driven businesses (manufacturing, distribution, services), Special Situations

Typical Transaction Size

$3-15 million per investment

Company Type

Public companies with a market cap of under $250 million; select private companies

Business Size

$20+ million annual revenue run-rate; profitable or with a clear path to profitability

Ownership Positions

Influential minority, up-to-control positions

Investment Horizon

3-5 Years

Board Representation

Required in most cases